BI and dashboard software for specialist departments and IT

DashboardFox is a self-service BI solution from 5000fish for dashboards and reports on connected data sources. Among other things, the platform offers white-label presentation and row-level access rights. The provider describes both hosted and self-operated variants. For companies, a selection case that takes account of different report recipients and their actual usage makes sense. Licence metric, rights and the sharing of dashboards should be checked against the company’s own organisational model.

Assessment: Teams with changing report usage and white-label requirements

Suitable tasks

Self-service dashboards; reports in the company’s own look; role-based analysis

Data and integration

Database and other connectors according to the integration overview; check the specific source

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Shared or dedicated hosting as well as self-operated, according to the provider

Pricing basis

Price to be clarified in the project

Check before selecting

Check licence metric, active usage and row-level rights against your own case.

Bissantz complements DeltaMaster with semantic report navigation and AI-assisted summaries. Users can have reports examined and commented on by voice command or context menu. The provider describes the calculation of KPIs separately from the linguistic processing. For controlling and management, a comparison case therefore makes sense that first checks the figures and then the explanation generated from them. Additional information from CRM or support systems can extend the agreed scope of analysis.

Assessment: Controlling teams with existing KPI reports and a need for explanations in words

Suitable tasks

Management reports; report commentary; controlling analyses

Data and integration

Report data as well as additional CRM and support data, depending on configuration

AI functions

Questions in natural language; Draft comments; Detect anomalies

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check model choice, hosting and the origin of the statements in the report.

Biuwer distinguishes between Dataprep for recurring data processes and Analytics for BI, embedded analyses and data portals. According to the provider, both products can be used separately or together. The Analytics component connects dashboards with central access management. For companies, the selection should therefore clarify whether a suitable data basis already exists or whether data preparation is additionally needed. A suitable test also covers provision for internal teams or external customers.

Assessment: Teams needing BI and controlled provision for several recipients

Suitable tasks

Internal dashboards; data portals; embedded analytics

Data and integration

Databases, data warehouses, files and business applications, according to the provider

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check the need for Analytics alone or with Dataprep in addition, as well as specific interfaces.

Chartbrew combines data into shareable reports. The provider names product usage and revenue, among other things, as examples. One possible use is a regularly refreshed analysis in which different addressees are to see the same set of figures.

Assessment: Product and specialist teams with reporting obligations towards internal or external recipients.

Suitable tasks

Product reports; shared KPI overview

Data and integration

Product and business data connected for the report.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which connected sources and refresh times apply to the shared view?

ClicData combines data integration, data storage, transformation and reporting in one cloud platform. The current product presentation includes an AI dashboard builder and MCP access for questions via connected AI applications. Companies can use this to compare the entire path from source to analysis. A suitable test should show the refresh run, the professional definition of a KPI and the presentation generated from it, as well as release to other recipients.

Assessment: Companies that want to organise integration and report creation together

Suitable tasks

Data integration and reporting; automated dashboards; AI-assisted chart creation

Data and integration

Check connectors and data preparation for the existing sources

AI functions

Questions in natural language; Create reports / charts

Operating model

Cloud platform

Pricing basis

Price to be clarified in the project

Check before selecting

Check data storage, model access and the plan needed for the required automation.

Cluvio builds reports from the results of a query. The reporting area connects query, preparation and presentation, so that data teams can provide a KPI as a table or graphic. In mid-sized companies, the question of who can later change queries and which changes become immediately visible in approved reports is particularly relevant.

Assessment: Analysts and developers with SQL experience

Suitable tasks

Table reports; SQL analyses; dashboard graphics

Data and integration

Query results from connected data sources

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify provision and data region with the provider.

Pricing basis

Clarify price and scope of services with the provider.

Check before selecting

Have the rights to change queries and publication for report recipients demonstrated.

DataClarity Unlimited GenAI Analytics combines data integration, visualisation and generative analysis functions. The provider describes the preparation of semantic data models, questions in natural language and the creation of dashboards with AI. The offer also includes embedded analyses for a company’s own applications. For the selection, a company should bring a known report and check how the platform uses its professional definition, merges sources and makes the result accessible to further users.

Assessment: Teams that evaluate data integration, semantic model and AI analysis together

Suitable tasks

Self-service BI; voice-assisted data analysis; embedded analytics

Data and integration

Connectors and data integration of the platform; check the specific source systems

AI functions

Questions in natural language; Create reports / charts

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check connectors, model integration and required licence components specifically.

DataLion creates dashboards and PowerPoint reports from survey data. Existing SPSS, Excel or CSV files can serve as a starting basis. For employee or customer surveys, it must be determined before provision which groups are large enough for results to be shown separately.

Assessment: Companies and market research teams with recurring surveys.

Suitable tasks

Survey reporting; dashboard and presentation from survey data

Data and integration

Survey data as well as SPSS, Excel and CSV files.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

How are missing values, weightings and small subgroups treated in the report?

DataSelf provides BI solutions for mid-sized companies and names ERP- and CRM-related analyses. Tableau and Power BI are among the front ends mentioned. In the selection, the actual coverage of the company’s own upstream system and the effort for additional KPIs are decisive.

Assessment: Companies with an existing ERP and a need for preconfigured analyses.

Suitable tasks

ERP reports; Role-based dashboards

Data and integration

ERP and CRM systems according to the integration offered.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

How does the provider map customer-specific fields and posting rules from your ERP?

DBxtra is a tool for ad hoc reports and dashboards on connected databases. A designer supports queries, filters, input parameters and the design of outputs. The provider describes tables, pivot analyses, printable reports and interactive dashboards, as well as scheduled distribution and an Excel integration. For selection, a company should check the complete path from report design to delivery and have the licence components it needs explicitly included in the offer.

Assessment: Teams that need designed reports and plannable distribution

Suitable tasks

Ad hoc reports; Scheduled report distribution; Excel-style analysis

Data and integration

Database connections and Excel Reporting Service according to the provider

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check the provider's note on the required DevExpress Universal Subscription and the server modules needed.

DigDash combines data preparation, business intelligence and an AI assistant in one product family. The BI component is used to present and examine KPIs; DigDash AI adds questions in natural language and the creation of dashboards. The provider addresses, among others, industry, retail and financial service providers. In the selection project, a company should have a report demonstrated in its working language and record the required data sources, operating conditions and responsibilities in concrete terms.

Assessment: Organisations evaluating data preparation and analysis from one product family

Suitable tasks

Company dashboards; Voice-assisted analysis; KPIs for specialist areas

Data and integration

Check sources and data preparation via DigDash DS or BI in concrete terms

AI functions

Questions in natural language; Create reports / charts

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Have the working language, required components and operating model confirmed in the offer.

eazyBI combines pre-structured data models with reports and dashboards. The provider describes AI support for building dashboards and integrations. For teams with recurring analyses, it needs to be clarified which KPIs are maintained centrally and which views business users may change.

Assessment: Teams with recurring analyses based on shared KPIs.

Suitable tasks

Departmental reports; AI-assisted dashboards

Data and integration

Connected specialist systems and the data models built from them.

AI functions

Create reports / charts

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which required source systems are included in the chosen offer?

Informer connects databases, business applications and files with a shared catalogue for reports and dashboards. The provider describes, among other things, visual queries, calculated fields and the scheduled distribution of results. AI functions support the creation of charts and work on queries. For companies with heterogeneous sources, the test should show in particular the merging of matching data records, updating, and the enforcement of access rights through to export.

Assessment: Teams with databases, APIs and files as a shared basis for reporting

Suitable tasks

Cross-source reporting; Operational dashboards; Scheduled report distribution

Data and integration

SQL Server, Oracle, PostgreSQL, MySQL, DB2, Snowflake, APIs, CSV and Excel according to the provider

AI functions

Questions in natural language; Create reports / charts

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check data linking, updating and permissions through to output.

FineBI combines self-service analyses with a KPI catalogue and the management of analytical content. The AI component Dora adds questions in natural language, dashboard creation and pointers to conspicuous data patterns. The product page names databases, Excel and APIs as sources. For selection, a company should clarify in concrete terms the working language, operating conditions and product components it needs, and check against a familiar report whether the KPI definition and the generated presentation match.

Assessment: Teams that need jointly defined KPIs and several analysis entry points

Suitable tasks

Self-service dashboards; Shared KPI models; Voice-assisted analysis

Data and integration

Databases, Excel and APIs according to the provider

AI functions

Questions in natural language; Create reports / charts; Detect anomalies

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check Dora scope, working language, operating model and concrete data flows.

Geckoboard brings together relevant sales KPIs on a shared overview. These include revenue against target, pipeline and activities. It is a good fit when a team wants to track a few regularly updated KPIs from its CRM together.

Assessment: Sales teams with a compact control overview.

Suitable tasks

Sales KPIs; Target attainment

Data and integration

Connected CRM data of the sales team

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Check the operating model and data location in the offer.

Pricing basis

Clarify the price and required modules with the provider.

Check before selecting

Check the update frequency and the definition of a target value in combination with the CRM used.

GoodData combines dashboards and self-service analyses with a semantic foundation for AI assistants. The AI product page describes voice commands, chart creation, summaries and the detection of conspicuous changes. The offer is also aimed at companies that integrate analytics into their own applications. In the selection project, KPI definitions, tenant access and the concrete deployment should be checked together; the homepage names own cloud environments as well as on-premises and air-gapped forms of operation for different deployment requirements.

Assessment: Companies with reusable KPIs and embedded analytics interfaces

Suitable tasks

Self-service BI; Embedded analytics; Voice-assisted analysis

Data and integration

Check data integration and the semantic model in concrete terms

AI functions

Questions in natural language; Create reports / charts; Draft comments; Detect anomalies

Operating model

Own cloud, on-premises and air-gapped according to the platform page; check execution in concrete terms

Pricing basis

Price to be clarified in the project

Check before selecting

Have the availability of individual AI functions in the chosen operating form confirmed.

Looker extends model-based business intelligence with Conversational Analytics using Gemini. The voice query draws on defined Explores and the semantic context of the Looker models. Companies can thus examine specialist questions in a jointly governed data environment. For introduction, the existing KPI definitions and access rights matter. The documentation distinguishes between available functions and preview functions and asks users to check generated answers for subject-matter accuracy before using them.

Assessment: Teams with a modelled data basis and a need for consistent KPIs

Suitable tasks

Shared KPI definitions; Voice queries on company data; Embedded analytics

Data and integration

Looker Explores and underlying Looker models

AI functions

Questions in natural language

Operating model

Looker Google Cloud core and Looker original; check function availability

Pricing basis

Price to be clarified in the project

Check before selecting

Check activation, access rights and preview scope of individual agent functions.

Jaspersoft concentrates on formatted reporting and the embedding of analyses in other applications. The scope described includes pixel-perfect reports, ad hoc analyses and interactive dashboards. The provider names various cloud, on-premises and hybrid operating environments. For companies with mandatory output formats, the selection should include a demanding original report: page breaks, tables, filters and delivery to the intended recipients can be assessed far more concretely this way than from a general product demonstration.

Assessment: Teams with a mandatory report layout and analytics in their own applications

Suitable tasks

Formatted business documents and reports; Ad hoc analyses; Embedded reporting

Data and integration

Check data sources and required reporting data models in concrete terms

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Cloud, on-premises and hybrid according to the provider

Pricing basis

Price to be clarified in the project

Check before selecting

Check output formats, integration effort and components of the chosen edition.

Jaspersoft has been part of the HCLSoftware / Actian portfolio since July 2026.

IBM Cognos Analytics combines formatted reporting, self-service modelling and interactive dashboards. The provider describes an AI assistant for questions in natural language and the generation of visualisations. Reporting agents and forecasting functions are also included. For selection, companies should use a familiar report to check how the data model, roles and presentation of results work together. According to IBM, the operating variants offered range from managed SaaS to on-premises and hybrid environments.

Assessment: Organisations with recurring reporting and governed access rights

Suitable tasks

Formatted reporting; Departmental dashboards; AI-assisted data analysis

Data and integration

Check concrete source systems and modelling in the selection project

AI functions

Questions in natural language; Create reports / charts; Create forecasts

Operating model

SaaS, cloud, on-premises and hybrid according to the provider

Pricing basis

Price to be clarified in the project

Check before selecting

Name the required version, agent functions and model release in the offer.

icCube offers an analytics platform for embedding in your own applications. Business terms are made usable for charts, tables and filters; various sources can be merged. The provider describes the integration of existing authentication and fine-grained roles, as well as on-premises, private and public cloud forms of operation. For selection, companies should check the technical integration and a complete user case, including data access, presentation and the output form required for reports.

Assessment: Development teams that integrate analytics into an existing application

Suitable tasks

Embedded dashboards; Analytics in SaaS applications; Role-based data views

Data and integration

Combination of different data sources; check concrete connectors

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

On-premises, private cloud or public cloud according to the provider

Pricing basis

Price to be clarified in the project

Check before selecting

Agree role transfer, deployment and licence metric in concrete terms.

Yellowfin combines dashboards, self-service analyses, automated analysis and the explanation of data. The offer includes, among other things, Guided NLQ for questions in natural language as well as functions for embedding in other applications. For companies, the combination of a recurring report and free-form investigation is of interest. The selection should therefore play through in practice a familiar KPI report, a typical enquiry from the specialist area and the forwarding to intended recipients with their respective permissions.

Assessment: Companies and software providers with interactive reports and follow-up questions

Suitable tasks

Self-service reports; Embedded analytics; Specialist questions on KPIs

Data and integration

Check concrete sources and data models in the selection project

AI functions

Questions in natural language

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check the Guided NLQ scope of functions and the edition required for your own case.

With StyleBI, InetSoft offers a platform for data preparation, interactive dashboards and report output. Visual data pipelines connect and transform the source data; from this arise self-service analyses and, where required, paginated reports. The offer includes cloud, enterprise and open-source variants. For selection, a case that requires both interactive investigation and a fixed-format output, and that makes the intended operation, including data updating, traceable, is worthwhile.

Assessment: Teams that need a dashboard and classic report output together

Suitable tasks

Interactive dashboards; Paginated reports; Visual data preparation

Data and integration

Data integration via visual pipelines; check concrete source systems

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

StyleBI Cloud, Enterprise and Open Source; check concrete architecture

Pricing basis

Price to be clarified in the project

Check before selecting

Compare the functional differences between the open-source, cloud and enterprise variants.

InfoCaptor provides tools for data reports and dashboards. For companies, the link between sources, KPIs and the published view in particular needs to be checked. A representative task is a report whose total value and individual dimensions are already known from a reconciliation.

Assessment: Teams that need self-maintained data dashboards.

Suitable tasks

KPI overview; Data reports

Data and integration

Data connections configured for the dashboard.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which sources, update frequencies and access options are included in the desired edition?

ReportServer is a business intelligence platform from InfoFabrik with an open-source community edition and an enterprise variant. It combines different reporting tools, ad hoc analyses and OLAP analyses. The product pages describe interactive dashboards and their integration into other applications. For companies with several existing report formats, joint administration may be of interest. In the selection project, the required report types, access rights and functions of the respective edition should be checked using a complete reporting workflow.

Assessment: Teams that want to bring several reporting technologies together in one interface

Suitable tasks

Central reporting platform; OLAP analyses; Embedding of existing dashboards

Data and integration

Jasper-, BIRT-, Mondrian- and Excel-based reporting according to the project description

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Compare the community and enterprise scope as well as maintenance and operation in concrete terms.

Reveal is an analytics component for your own software applications. The platform is integrated via SDKs and interfaces and takes over the design in the look and feel of the respective application. According to the provider, Reveal AI supports questions in natural language, KPI summaries and the detection of anomalies. For selection, a development team should have it shown how user rights, data queries and visualisations interact in its own architecture and how access to an AI model is governed.

Assessment: Software providers and companies with their own specialist applications

Suitable tasks

Dashboards in specialist software; Customer-related analyses; Voice questions in applications

Data and integration

Check source integration via the Reveal SDK and supported data sources

AI functions

Questions in natural language; Create reports / charts; Draft comments; Detect anomalies

Operating model

In your own application infrastructure, on-premises or cloud according to the provider

Pricing basis

Price to be clarified in the project

Check before selecting

Check integration effort, model billing and enforcement of existing rights.

Intellicus combines data integration, self-service visualisations and formatted reporting in one analytics platform. The offer described includes a semantic layer, conversational analytics and predictive methods. The provider addresses, among others, industry, logistics and financial service providers. For selection, a company should specify the report it needs and its existing data architecture. It can then be checked which platform components are really required and how the analysis reaches its recipients in a traceable way.

Assessment: Organisations that need integrated data preparation and several report forms

Suitable tasks

Enterprise reporting; Formatted reports; Conversational analytics

Data and integration

Data connections, ETL and data warehouse components; check concrete systems

AI functions

Questions in natural language; Create forecasts

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Have components for integration, report output and AI itemised separately in the offer.

With Klips, Klipfolio offers customisable dashboards and, with PowerMetrics, a central KPI catalogue. The two offers address the merging of data and the shared use of defined metrics. For companies with several business applications in regular use, it is therefore necessary to compare which product suits the actual task. A first report should show how data is updated, how calculations are maintained and how results are distributed to internal recipients or external customers.

Assessment: Teams that need customisable dashboards or jointly managed KPIs.

Suitable tasks

Business KPIs; Dashboards for teams and customers; Central KPI catalogue

Data and integration

Business applications and APIs; Klips documents direct data retrievals.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Which requirements does Klips cover and which require PowerMetrics?

KNOWAGE is an open BI solution that combines data from different systems into KPIs, maps, charts and dashboards. Besides technical integration, governance plays a role, for example when several specialist areas use the same analysis.

Assessment: Organisations that want to operate a customisable BI system.

Suitable tasks

Interactive dashboards; Shared KPI views

Data and integration

Heterogeneous operational data sources.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which team takes over integration, rights management and ongoing updating?

Knowi focuses on analyses across SQL, NoSQL and API data. The provider describes dashboards, a semantic context and AI functions that translate questions into queries and analysis interfaces. Analytics can also be embedded in other applications. For companies with different database types, the selection test should pay particular attention to the merging of data and the meaning of shared fields before the results are distributed to further roles.

Assessment: Teams with heterogeneous data sources and a need for shared analysis

Suitable tasks

Analyse SQL and NoSQL data together; Operational dashboards; Embedded analysis

Data and integration

SQL, NoSQL and APIs; including MongoDB, Elasticsearch and Snowflake

AI functions

Questions in natural language; Create reports / charts

Operating model

On-premises, VPC and cloud according to the provider

Pricing basis

Price to be clarified in the project

Check before selecting

Check connections between sources, permissions and model access against your own case.

Kyubit concentrates on self-operated reporting with SQL data, Excel and CSV files and SSAS or OLAP models. The scope includes dashboards, ad hoc analyses and scheduled report delivery. For companies with existing Microsoft analysis models, this can be a clearly defined option for comparison. The test should show how existing KPIs are adopted, which analyses business users create themselves and how reports are provided to different recipients in ongoing operation.

Assessment: Teams with existing SQL or SSAS models and a wish for self-operation

Suitable tasks

SSAS and OLAP analysis; SQL and Excel dashboards; Scheduled report distribution

Data and integration

SQL, Excel, CSV and SSAS/OLAP according to the provider

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Self-operated according to product positioning

Pricing basis

Price to be clarified in the project

Check before selecting

Check compatibility of the data models, licence form and rights per report.

Power BI combines reports and data models with conversational analysis through Copilot. Users can ask questions about their data, generate visualisations and have reports summarised. For selection, the existing Microsoft environment is relevant. The Copilot documentation names its own capacity, region and administration prerequisites. Companies should therefore check the desired function and its release status in the specific plan, and use an existing report as a comparison case.

Assessment: Teams with existing Power BI models and defined KPIs

Suitable tasks

Self-service analyses; Management dashboards; Report summaries

Data and integration

Semantic Power BI models; check the concrete source integration separately

AI functions

Questions in natural language; Create reports / charts; Draft comments

Operating model

Power BI Desktop and the Power BI service; Copilot subject to documented prerequisites

Pricing basis

Price to be clarified in the project

Check before selecting

Check Copilot capacity, supported region, data model preparation and preview functions.

Observable enables data-based notebooks, interactive visualisations and individually developed analytical applications. The current product page also describes an agent that assists with creating and exploring. The offer is therefore aimed in particular at teams that design reports programmatically and want to publish calculations together with explanations. For a specialist area without its own development capacity, the effort for creating, maintaining and handing over the analyses should be clarified in concrete terms before a decision is made.

Assessment: Analysis and development teams that need individually designed data reports.

Suitable tasks

Interactive data reports; Individual visualisations; Shared analysis in notebooks

Data and integration

File attachments and databases according to the product page.

AI functions

Questions in natural language

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Who creates and maintains code, data connections and published reports?

Oracle Analytics comprises a cloud variant and an Analytics Server operated by the customer. The platform combines visual analyses, data preparation and machine learning functions. Oracle describes both its own and third-party data sources and a JDBC access. For selection, companies should determine the desired form of operation and check which analyses are already connected to existing Oracle applications and which data connections must additionally be set up.

Assessment: Companies with Oracle systems or a need for cloud and server options

Suitable tasks

Company-wide dashboards; Data preparation for reports; Analysis of various data sources

Data and integration

Oracle and non-Oracle data sources as well as JDBC according to the provider

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Oracle Analytics Cloud or self-managed Oracle Analytics Server

Pricing basis

Price to be clarified in the project

Check before selecting

Compare cloud and server with regard to required functions and operating responsibility.

Domo combines data integration, dashboards, self-service reports and the development of data-related applications. The product page names, among others, connections to Excel, Google Sheets, Salesforce and SAP. An AI chat can be embedded in dashboards and other content. For companies with distributed data sources, a test is worthwhile that runs from the integration via a shared KPI to the analysis actually usable by the specialist area.

Assessment: Teams that consider integration and ongoing analysis in one platform

Suitable tasks

Merge data from several systems; Departmental dashboards; AI questions in the report

Data and integration

Including Excel, Google Sheets, Salesforce, SAP, BigQuery and MySQL

AI functions

Questions in natural language

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check data movement, updating and required functions per offer.

Pyramid combines data preparation, business analytics and analytical methods. The Generative BI extension describes a dialogue-based creation of dashboards and formatted reports as well as investigations of anomalies and forecasts. For selection, a company should first define a report it needs regularly and the associated data models. It can then be checked which work steps the dialogue actually takes over and where specialist knowledge remains necessary for definition, control and approval.

Assessment: Companies with broad analysis needs and existing data models

Suitable tasks

Self-service BI; Formatted reports; Dialogue-based dashboard creation

Data and integration

Including SAP BW, SAP HANA, Snowflake and Google BigQuery

AI functions

Questions in natural language; Create reports / charts; Detect anomalies; Create forecasts

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check generative functions, model configuration and required deployment in concrete terms.

Qlik Cloud Analytics brings together self-service analyses, interactive dashboards, reporting and notifications. The scope described also includes conversational analytics and AI-assisted suggestions for insights. The platform is of interest to companies that analyse data in several specialist areas and want to use shared analytical applications. In selection, a recurring report, a free-form follow-up question and the forwarding to other roles with their permissions should be demonstrated separately.

Assessment: Companies with several analysis tasks and jointly used dashboards

Suitable tasks

Self-service BI; Interactive analytical applications; Reports and notifications

Data and integration

Check data integration and updating for the specific Qlik application

AI functions

Questions in natural language

Operating model

Qlik Cloud Analytics

Pricing basis

Price to be clarified in the project

Check before selecting

Match required analytics functions and data volume against the specific edition.

Tableau is aimed at companies that want to explore data visually and provide analyses via dashboards. The product portfolio supplements this work with AI functions such as Tableau Agent and insights formulated in language. For a comparison, companies should consider classic visualisation, the concrete AI experience and the required edition separately. The Tableau documentation points out that certain generative functions have additional prerequisites such as Tableau+ and an appropriately set up Salesforce organisation.

Assessment: Companies focused on visual exploration and shared dashboards

Suitable tasks

Visual data analysis; Departmental dashboards; Conversational analysis

Data and integration

Check data sources matching the chosen Tableau edition

AI functions

Questions in natural language; Draft comments

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Distinguish Tableau Cloud, Tableau Next and further editions as well as AI prerequisites.

SAP Analytics Cloud combines business intelligence with financial and operational planning. The current product page describes Joule for analysis and planning tasks as well as questions in natural language. SAP Datasphere and SAP S/4HANA, among others, are named as data connections. For companies in the SAP environment, the selection should start from existing data models and distinguish clearly which requirements concern reporting and which additionally include planning, simulation or other processes.

Assessment: Companies with an SAP data basis and a shared need for analysis and planning

Suitable tasks

SAP-oriented reporting; Financial and operational planning; Natural-language analysis

Data and integration

SAP Datasphere and SAP S/4HANA; check further sources separately

AI functions

Questions in natural language

Operating model

Cloud offer

Pricing basis

Price to be clarified in the project

Check before selecting

Match licence scope, Joule availability and existing data models in concrete terms.

SAS Visual Analytics combines interactive reports with visual exploration and analytical methods. According to the product description, SAS Viya Copilot supports the creation of dashboards, the exploration of data and the formulation of data stories through natural language. Forecasting and scenario functions complement the reporting. For selection, a company should assess separately which tasks need a regular report and which require more advanced statistical analysis.

Assessment: Teams that evaluate reporting and more advanced analytical methods together

Suitable tasks

Interactive reports; Visual exploration; Analytical forecasts

Data and integration

Align data access, preparation and concrete sources with the SAS configuration

AI functions

Questions in natural language; Create reports / charts; Draft comments; Create forecasts

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check Viya Copilot scope and the requirements of the analytical methods needed.

SeekTable creates pivot and table reports from CSV files or connected databases. IT managers can administer the underlying data models, while business users generate their own analyses from them. This is of interest to companies that need recurring groupings and totals and do not want to grant direct database rights to all recipients.

Assessment: Specialist areas with frequently changing pivot analyses

Suitable tasks

Pivot reports; Ad hoc analysis; Share reports

Data and integration

CSV files and connected databases

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify provision and data region with the provider.

Pricing basis

Clarify price and scope of services with the provider.

Check before selecting

Check permitted filters, aggregations and releases against your own data model.

Sharperlight connects financial, ERP and operational data with Excel reports, dashboards and automated outputs. One use case is a workbook whose analyses are repeatedly fed from the same operational sources. The availability of the specific data model should be checked in advance.

Assessment: Teams with extensive Excel reporting and several upstream systems.

Suitable tasks

Excel reporting; Automated report provision

Data and integration

ERP, financial and operational systems according to the data model.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which fields and relationship keys of your own ERP are available in the reporting model?

Sigma combines a spreadsheet-like working interface with BI, reports and applications on an existing data platform. The product page names connections to Snowflake, Databricks and further cloud data environments. Voice questions supplement the analytical work. For companies outgrowing spreadsheet processes, a test should show how familiar calculations work on centrally managed data and which rights actually apply to the roles involved when an analysis is read, changed or passed on.

Assessment: Teams with a central data platform and familiar spreadsheet ways of working

Suitable tasks

Spreadsheet-style data analysis; Reports on data warehouse data; Departmental applications

Data and integration

Including Snowflake, Databricks and ClickHouse

AI functions

Questions in natural language

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check read and write rights, data platform costs and required reporting functions.

Sisense concentrates on analyses that are embedded in your own software products and work interfaces. The provider describes shared KPI definitions, tenant separation and role-based data access. AI functions support voice questions, summaries and forecasts. For a selection project, the integration is therefore decisive alongside the report itself: companies should check how the analysis appears in the existing application and which rights actually apply to each individual user.

Assessment: Software providers and companies with analytics in their own applications

Suitable tasks

Embedded dashboards; Customer portals with analytics; Tenant-specific analyses

Data and integration

Check integration and semantic definitions for the existing data basis

AI functions

Questions in natural language; Draft comments; Create forecasts

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Have SDK integration, tenant separation and the scope of each AI function demonstrated.

SplashBI unites reporting and analyses for enterprise applications. A concrete use often begins with an operational question whose data sits in an ERP. For selection, what matters is which preconfigured reports fit the installed version and your own extensions.

Assessment: Companies with standard business applications and recurring analyses.

Suitable tasks

Operational reporting; Company dashboards

Data and integration

Data of the respective connected enterprise applications.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which supplied reports are approved for your applications and their version?

Spotfire enables the visual exploration of data and the sharing of analysis views. An industrial company can, for example, evaluate the tool for a subject-led investigation of anomalies. Informative value and comparability depend on the underlying data model.

Assessment: Analysts and specialist areas with exploratory, multidimensional questions.

Suitable tasks

Visual data analysis; Exploratory dashboards

Data and integration

Data provided for the respective analysis.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Who maintains the analysis models and turns suitable views into recurring reports?

Stonefield Query offers queries and reports for business users. The software supports charts, scheduled reports and output to Excel or PDF. This is particularly relevant when a specialist application supplies the data but its standard reports allow too little choice.

Assessment: Specialist departments with a regular need for their own queries.

Suitable tasks

Ad hoc reports; Time-controlled report output

Data and integration

The database set up for the respective use.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which tables and business labels do users see in the query editor?

Strategy One combines enterprise analytics with centrally defined business logic and AI-assisted analysis functions. The provider also positions Mosaic as a shared semantic layer. For reporting, the separation of these components is important: a company needs traceable KPIs as well as the right interface for reports. A selection meeting should show how an existing data model is used, a dashboard is created and a specialist question is answered from it.

Assessment: Organisations with several report recipients and central KPI definitions

Suitable tasks

Enterprise reporting; Semantic KPI models; Departmental dashboards

Data and integration

Check integration of the existing data basis in the project

AI functions

Create reports / charts

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Delimit the required components of Strategy One and Mosaic as well as the cloud configuration.

Suadeo combines dashboard creation with data management in the Self Data Services platform. The visualisation works with interactive views, charts, maps and matrices. According to the provider, Suadeo IA adds questions in natural language and the summarising of dashboards. For selection, companies should delimit the scope they need between visualisation and upstream data management. A practical case shows whether business users can actually explore their data themselves and what maintenance the data model requires.

Assessment: Organisations that consider data management and self-service analysis together

Suitable tasks

Self-service dashboards; Departmental analyses; Verbal report explanation

Data and integration

Data management and connectors of the SDS platform; check the concrete source

AI functions

Questions in natural language; Draft comments

Operating model

On-premises described for Suadeo IA; check the overall architecture in concrete terms

Pricing basis

Price to be clarified in the project

Check before selecting

Check required SDS modules, working language and AI configuration.

Bold BI combines self-service dashboards with embedding in your own applications. The provider describes white-label interfaces, multi-tenancy and row-level access rights. An AI copilot generates visualisations from voice questions; further functions include summaries and pointers to anomalies. For selection, a company should check both the specialist-area result and the technical embedding. Particularly relevant are the chosen form of operation and the question of which information is processed in an AI action.

Assessment: Companies with their own applications and a need for integrated reporting

Suitable tasks

Embedded dashboards; Self-service BI; AI-assisted reporting interfaces

Data and integration

Databases, REST APIs, cloud warehouses and files according to the provider

AI functions

Questions in natural language; Create reports / charts; Draft comments; Detect anomalies

Operating model

Cloud, managed private cloud and on-premises according to the provider

Pricing basis

Price to be clarified in the project

Check before selecting

Check model access, licence metric and enforcement of tenant rights.

Trevor offers a graphical query editor for teams that want to access company data themselves. Dashboards are built from the queries. Data alerts complement the regular view of KPIs when users have to react to defined developments.

Assessment: Business users who, together with IT, use an accessible reporting database.

Suitable tasks

Self-service queries; Shared dashboards

Data and integration

Databases connected to Trevor.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which joins and filters may business users change on their own?

Ubiq offers web-based analyses with a graphical editor and SQL queries. Teams can use it to create and share interactive dashboards and reports. In a pilot, it can be checked whether business users can reproduce their typical filters and groupings without additional development.

Assessment: Specialist areas with recurring questions to a reporting database.

Suitable tasks

SQL dashboards; Departmental reports

Data and integration

Data connections set up for Ubiq.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

How are queries with long run times and confidential result sets handled?

Veezoo gives business users a language-based access to company data and shows results as an analysis or dashboard. For a meaningful test, the question should contain terms from your own business, such as different definitions of revenue and order intake.

Assessment: Specialist areas with questions to an agreed KPI basis.

Suitable tasks

Questions to company data; Conversational data analysis

Data and integration

Connected and functionally defined data models.

AI functions

Questions in natural language

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which data model determines how the software interprets company-specific terms?

Volcengine DataWind combines data integration, querying, visualisation and collaboration. Reports can be provided as dashboards, data portals or management views. The use case lies mainly with organisations that already work with the ecosystem and want to build functionally defined report views for it.

Assessment: Companies with data holdings in the Volcengine environment

Suitable tasks

Management overviews; Data portals; Self-service reports

Data and integration

Sources connected and integrated via DataWind

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify provision and data region with the provider.

Pricing basis

Clarify price and scope of services with the provider.

Check before selecting

Clarify language, operating region and availability for the intended location.

Zebra BI offers tools for the visual preparation of business figures. The products are aimed, among others, at management and board reporting. For recurring reports, an existing series of figures can be used to check how clearly prior periods, plan values and variances are presented.

Assessment: Controlling teams that want to supplement their existing reporting environment visually.

Suitable tasks

Management reports; Visualise variances

Data and integration

Data in the respective supported Microsoft application.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Depending on the product chosen, within the supported Microsoft environment.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which product and which licences are needed for creation and display?

Zoho Analytics combines data preparation, reports, dashboards and sharing in one BI platform. Ask Zia and specialised agents support, among other things, dashboard creation, data analysis and the writing of queries. The product page also describes forecasts and the detection of anomalies. For selection, companies should connect their existing applications and files to a concrete report and check which functions are available in the intended package and for their own roles.

Assessment: Teams with data from several applications and a need for shared BI

Suitable tasks

Analyse data from business applications; Shared departmental reports; AI-assisted dashboard creation

Data and integration

Files, business applications, databases, data lakes and data warehouses according to the provider

AI functions

Questions in natural language; Create reports / charts; Detect anomalies; Create forecasts

Operating model

Not conclusively checked

Pricing basis

Price to be clarified in the project

Check before selecting

Check plan scope, concrete connectors and access per role.